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Templates/Professional Services/Consulting Retainer Agreement
Consultant
services
us · uk · ca +2

Consulting Retainer Agreement

Ongoing advisory retainer with monthly fee, defined hours, and clear scope.

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What's included

Scope of Servicescore

Defines the services to be provided by the consultant.

Payment Termsfinancial

Details the monthly retainer fee and payment schedule.

Confidentialityprotection

Obligations regarding the handling of confidential information.

Termination Clausetermination

Conditions under which the agreement can be terminated.

Liability Limitationprotection

Caps the consultant's liability for services rendered.

Dispute Resolutionprotection

Outlines the process for resolving disputes.

Information you'll provide

Fill in the following details to generate your contract.

Consultant Name*

Full legal name of the consultant

Client Name*

Full legal name of the client

Consultant Contact Information*

Email or phone number of the consultant

Client Contact Information*

Email or phone number of the client

Monthly Retainer Fee*

The agreed monthly fee for services

Hours Included*

Number of consulting hours included per month

Rollover Policy*

Policy for unused consulting time

Termination Notice Period*

Notice period required for termination

Frequently asked questions

What is a consulting retainer agreement?
A contract outlining ongoing advisory services for a monthly fee.
How does the rollover policy work?
Unused consulting hours can be carried over to the next month.
What is the standard termination notice period?
Typically, a 30-day notice period is required.
Why include a confidentiality clause?
To protect sensitive information shared during the consultancy.

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